See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,061 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,271 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,568 | $72,012-13.1% | $185,823-66.3% | $79,858-21.7% |
| Participation rate | 86.6% | 65.8%+20.8pp | 78.0%+8.6pp | 69.6%+17.0pp |
| Annual return | 17.76% | 23.12%-5.4pp | 35.95%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,094 | $1,965+6.6% | $4,087-48.8% | $2,471-15.2% |
| Participant deferral / active EE | $4,487 | $3,779+18.8% | $5,632-20.3% | $3,740+20.0% |
| Admin fee / account holder | $357 | $4,513-92.1% | $9,500-96.2% | $5,306-93.3% |